IIC
EV

Integrated Investment Consultants’s Eaton Vance Corp. EV Stock Holding History

Integrated Investment Consultants’s Portfolio EV Stock Details EV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,823
Closed -$157K – 778
2018
Q1 		$157K Buy
+2,823
New +$160K 0.06% 228
2017
Q3 		$135K Hold
2,730
– – 0.06% 228
2017
Q2 		$129K Hold
2,730
– – 0.06% 235
2017
Q1 		$123K Hold
2,730
– – 0.06% 238
2016
Q4 		$114K Sell
2,730
-10
-0.4% -$393 0.05% 240
2016
Q3 		$102K Hold
2,740
– – 0.05% 259
2016
Q2 		$97K Hold
2,740
– – 0.05% 270
2016
Q1 		$90K Buy
+2,740
New +$81.6K 0.05% 257

Other funds holding EV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrated Investment Consultants's EV Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Eaton Vance Corp. (EV) in Q2 2018, closing a stake of 2,823 shares — an estimated $157K sold.

Integrated Investment Consultants first reported a position in EV in Q1 2016 and held it in 8 quarters. The position peaked at $157K in Q1 2018. 371 funds tracked by Wall St. Rank hold EV as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Eaton Vance Corp. position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 2,823 Eaton Vance Corp. shares in Q2 2018, an estimated $157K.
  • Integrated Investment Consultants first reported a position in Eaton Vance Corp. in Q1 2016 and held it in 8 quarters.
  • Integrated Investment Consultants's Eaton Vance Corp. position peaked at $157K in Q1 2018.
  • 371 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.